Supplier Management

CUSTOMER/SUPPLIER MAPPING

The system allows you to ensure that only specific suppliers are used with specific customers.
In addition to this, you can map individual supplier users to selected customers allow you much finer control over who at each supplier receives Quote Requests or Purchase Orders from which of your Customers.

SUPPLIER CAPABILITIES

The system allows you to select which capabilities apply to each of your suppliers. This enables the system to pre-filter the list of suppliers presented to you when selecting suppliers for things like Warehousing (when assigning a stock item to a supplier) or certain types of Adhoc print requests.

SUPPLIER PERFORMANCE

The system maintains a history of the ratings applied by Buyers/Managers to the suppliers for the projects that they are involved with. This ratings history is used to calculate a simple ‘performance’ average which Buyers/Managers can use to assist their choice when sourcing suppliers for a particular job.

The ratings captured are for Quality, On-Schedule and On-Budget and are marked between 1 and 5 each time a Buyer/Manager closes the supplier’s activity on a project.

DOCUMENT SERVICES PRICES

Each supplier can have their own range of prices for handling ‘Document Services’ type work. Each pricing ‘component’ is used by the system to calculate the exact supplier cost given the specification chosen by the customer.
This is a process that is done in ‘real time’, i.e. the User sees the price change as they change their specification.

See the section on Setting up Document Services Sale Prices for more information.

The Suppliers’ listing

To view your list of suppliers:

1. Go to Suppliers  Edit suppliers.

Creating a new supplier

To create a new supplier on the system:

1. Go to Suppliers  Edit suppliers.
2. Click the New Supplier button at the top of the page.
3. Enter the supplier’s details.

Note: You do not need to set all of the details for this supplier at this time, you can come back and add the information at a later date.
But at a minimum you should enter/select:

Name
Address
Phone

4. Select the Capabilities for the supplier (see Supplier Capabilities discussed previously).
5.  Click the Customers tab.
6.  Select the Customers you wish to use this supplier with (see Customer/Supplier Mapping discussed previously).
7.  Click the Notes tab.
8.  Enter any appropriate notes for the supplier.
9.  Click the Save button at the bottom right.

Adding a supplier user

1.    Go to Suppliers  Edit suppliers.
2.    Find the supplier you wish to add the new user to and click the supplier name.
3.    Click the Passports tab.
4.    Click the Add operator button at the bottom of the list.
5. Enter the user’s name and email address.
6.    Optionally enter their telephone and mobile numbers.
7.    Enter their password in both the password and the re-type password fields.
8.    Select the user’s Language and Location.
9.    Click the Privileges tab.
10.  Select the options that apply to this user.
11.  Click the Customers tab.
12. Select the Customers that this supplier user is allowed to work with.

Note: If you do not select any customers for this user then you may not see this supplier at all when it comes to selecting suppliers for Fastrack RFQ’s.

13. Click Save at the bottom right.
14. Click Save (again) at the bottom right.

Setting supplier prices for Document Services

1. Go to Suppliers  Edit suppliers.
2. Find the supplier you wish to set the price for and click the supplier name.
3.  Click the Prices tab.
4.  Enter the supplier’s price for each of the components listed.
5.  Click Save.

Importing and Updating Existing Suppliers

For large numbers of existing Suppliers it is impractical to make changes by editing each Supplier details individually.

An alternative method is by Importing the Supplier details via spreadsheet.

Importing New Suppliers and Supplier Users (On-boarding data)

For large numbers of new Suppliers and new Supplier Users the best way of on-boarding the data is by i mporting Supplier and Supplier Users details via spreadsheet.

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